Chasing the Wind

News. Faith. Nonsense.


Mechanical Investing for September 2005

I’m ready for the market to improve and stay improved. So far, I’m merely treading water this year, and the last month was terrible.

  • Last 4 weeks: -3.9%
  • Last 3 months: +0.2%
  • Year to date: -1.1% (Dow is -3.1% ytd)
  • Last 12 months:+1.9%

Holding for another month:

Ticker Bought Now Months Return  
KELYA $29.73 $28.86 1 -2.9% Kelly Services Inc.
MCK $45.66 $45.53 1 -0.3% McKesson Corp.
RT $19.89 $19.75 1 -0.7% Ryerson Tull Inc.

Selling these:

Ticker Bought Sold Months Return  
AN $21.84 $20.30 1 -7.1% Autonation Inc.
BMHC $55.40 $76.07 4 +37.3% Building Materials Holding Corp. Was 49.2%, though, so it gave a lot back this month.
BZH $66.67 $58.15 1 -12.8% Beazer Homes.
CRUS $7.98 $7.67 1 -3.9% Cirrus Logic Inc.
KBH $75.20 $69.86 2 -7.1% KB Homes.
MDC $86.17 $73.45 1 -14.8% MDC Holdings Inc.
MSTR $78.74 $74.95 1 -4.8% MicroStrategy Inc.
NSIT $20.65 $18.76 1 -9.2% Insight Enterprises Inc.
RYL $82.01 $69.08 1 -15.8% Ryland Homes.

New stocks for this month:

Ticker Bought Sold Months Return  
ALO $25.10 $N/A 0 N/A% Alpharma
APA $70.02 $N/A 0 N/A% Apache Corp.
BR $68.54 $N/A 0 N/A% Burlington Resources Inc.
CMCO $19.02 $N/A 0 N/A% Columbus McKinnon Corp.
FDG $116.35 $N/A 0 N/A% Fording Canadian Coal Trust
FTO $32.79 $N/A 0 N/A% Frontier Corporation
KG $14.84 $N/A 0 N/A% King Pharmaceuticals Incorporated
MRO $59.58 $N/A 0 N/A% Marathon Oil Corp
XTO $37.53 $N/A 0 N/A% XTO Energy Incorporated

New options for this month:

Ticker Bought Sold Weeks Return
No new options until October.

The next trade will be October 3rd, and I’ll start Option trading again.



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About Me

Michael, a sinner saved by grace, sharing what the good Lord has shared with me.

Solomon, in the book of Ecclesiastes, said, “I have seen all the things that are done under the sun; all of them are meaningless, a chasing after the wind.”

If you’re not living for the glory of God, then what you’re doing is meaningless, no matter what it is. Living for God gives life meaning, and enjoying a “chasing after the wind” is a gift from God. I’m doing what I can to enjoy this gift daily.

Got questions? I’m not surprised. If you have any questions about Chasing the Wind, you can email me at chasingthewind@outlook.com.

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